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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,311 | $167,353-78.3% | $143,797-74.7% | $134,545-73.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -23.75% | 0.48%-24.2pp | -0.04%-23.7pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,726 | $5,620-69.3% | $4,952-65.1% | $4,742-63.6% |
| Participant deferral / active EE | $2,398 | $6,447-62.8% | $5,638-57.5% | $6,401-62.5% |
| Admin fee / account holder | $1,296 | $18,096-92.8% | $14,679-91.2% | $11,431-88.7% |